Sequoia Capital

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Sequoia Capital

Sequoia Capital

@sequoia

We help the daring build legendary companies from idea to IPO and beyond.

Menlo Park, CA Beigetreten Mart 2009
1.6K Folgt735.5K Follower
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Deepak Pathak
Deepak Pathak@pathak2206·
We’re helping define the factories of the future - Reindustrial Revolution! Really excited about this partnership with @ABBRobotics, @Universal_Robot, and @NVIDIARobotics. It is a big deal for us for two reasons: 1. AI-first reinvention of automation Unlike hand-engineered classical automation: - We deploy the Skild Brain (fully end-to-end neural network), fine-tuned with minimal robot data, and at times, none at all (more on this soon) - The system is inherently robust to real-world disturbances and can be set up for entirely new tasks in a fraction of the time. - In-context memory enables true long-horizon execution. No brittle, step-by-step programming required. - No custom tuning, no big metallic cages, no fancy sensors, just off-the-shelf robots and cameras. Why doesn’t classical automation scale? - Traditional systems rely on custom hardware and painstaking manual engineering, often costing multiples of the robot itself. Even then, they are fragile, and failures emerge if the environment shifts by as little as 0.1 mm. In dynamic & mixed assembly lines with humans and robots, that level of precision is unrealistic. - In mixed production lines, disturbances are inevitable and prohibitively expensive to eliminate. Classical approaches break under this variability unless you over-engineer the environment and spend lots of money (design for automation - DFA, rigid enclosures, heavy sensorization) to make sure everything is 0.1mm level precise, which defeats the point if the setup is going to change quickly. E.g., NVIDIA changes GPU designs every 6months! Long-term vision Imagine a world where anyone with no expertise in controls (a factory worker, a technician, a small business owner) can automate complex factory stations in days. No specialized infrastructure. Just intelligence that adapts. This is more than incremental progress. This is going to revolutionize traditional automation, what we call, reindustrial revolution where automation becomes accessible, flexible, and universal! 2. Data flywheel for Physical AI Industries are the backbone of society and an ideal proving ground for early AI deployments. They offer just enough structure to operate, and real, immediate demand to drive impact. Every deployment across tasks and sectors generates data that improves the omni-bodied Skild Brain, thus fueling a compounding loop where each improvement unlocks the next frontier. This is how we aim to build the largest data flywheel for physical AI. Industrial deployment is only the beginning. It opens the door to semi-structured environments (hospitals, hotels, grocery stores, etc.) where complexity rises, and capability deepens. From there, we move into fully unstructured consumer settings (homes). Step by step, this progression lays the foundation for something much bigger: the emergence of true general autonomy.
Skild AI@SkildAI

Robotics is a data problem. Today, we’re partnering with @ABBRobotics, @Universal_Robot, and @NVIDIARobotics to deploy the Skild Brain across real-world industries from manufacturing to factory lines. This will help us build the world’s biggest data flywheel for physical AI.

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Skild AI
Skild AI@SkildAI·
Robotics is a data problem. Today, we’re partnering with @ABBRobotics, @Universal_Robot, and @NVIDIARobotics to deploy the Skild Brain across real-world industries from manufacturing to factory lines. This will help us build the world’s biggest data flywheel for physical AI.
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Sequoia Capital
Sequoia Capital@sequoia·
At our @OpenClaw meetup, @steipete talked with @LucianaLix about the question that led to the creation of OpenClaw – the same question behind the founding of many now-legendary companies: “How hard can it be?”
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TBPN
TBPN@tbpn·
BREAKING: @carl_eschenbach is back at Sequoia as a partner. He’ll be live on TBPN today at 12pm PT
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Pat Grady
Pat Grady@gradypb·
If you’ve ever wondered why @carl_eschenbach has such impeccable hair… here is the answer. That executive-caliber cut is once again available for the benefit of all @sequoia founders. Welcome home, Carl!
Carl Eschenbach@carl_eschenbach

It’s time to return to the place where I know I can have the most impact. I am beyond excited to be rejoining @sequoia as a Partner. Here is what I shared with @gradypb @alfred_lin on how I am approaching my next chapter.

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Carl Eschenbach
Carl Eschenbach@carl_eschenbach·
It’s time to return to the place where I know I can have the most impact. I am beyond excited to be rejoining @sequoia as a Partner. Here is what I shared with @gradypb @alfred_lin on how I am approaching my next chapter.
Carl Eschenbach tweet media
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Luciana Lixandru
Luciana Lixandru@LucianaLix·
AI models are smart enough. They just don't know how your business runs. That's the insight behind @edra_ai - and why I'm thrilled to be partnering with @EugenAlpeza and Yannis Karamanlakis. 🧵
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Eugen
Eugen@EugenAlpeza·
We’re out of stealth. Today, we’re also announcing our Series A led by @sequoia , @8vc , and @A_StarVC , bringing our total funding to $30M+. Every enterprise needs to teach their AI how to do work. We build agents that reverse engineer enterprise processes, then run them. Read about the future of learning in the enterprise: x.com/edra_ai/status…
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Philip Johnston
Philip Johnston@PhilipJohnston·
Alright… I might be tiny bit Kardashev/Dyson-pilled 🤣 @sequoia
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Sonya Huang 🐥
Sonya Huang 🐥@sonyatweetybird·
"Either we are staggeringly rare... OR, intelligent life is somewhat short lived." @PhilipJohnston of @Starcloud_ on why 99.9% of inference is going to space, whether aliens are out there, and more. A fun, reality-expanding episode w/ @gradypb
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Pat Grady
Pat Grady@gradypb·
You have $1 Trillion to build the compute backbone for AGI. How much goes to space? 100% So says @PhilipJohnston of @Starcloud_ Hear why…
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Alfred Lin
Alfred Lin@Alfred_Lin·
For over 3 decades, Jensen has been building the future of compute, moving from chips to systems to AI factories, constantly pushing the frontier. Today, “AI factories are the new industrial infrastructure, inference is the new workload, tokens are the new commodity, and compute is revenue.” Thank you for making us busier! Humanity has so much more we want to accomplish. #NVIDIAGTC #jensenhuang #nvidia
Alfred Lin tweet mediaAlfred Lin tweet media
PCMag@PCMag

When talking about how AI will “make us all busier,” Jensen Huang got playfully called out by @Alfred_Lin at #NVIDIAGTC #jensenhuang #nvidia #ai #artificialintelligence #technews

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Brian Halligan
Brian Halligan@bhalligan·
At @Opendoor’s company-wide hackathon, a home renovation project manager – someone who had never written a line of code in his life – built software that automated away his entire job. He's now a manager of that software. It’s a proof point for Kaz @nejatian’s imperative to “default to AI.”
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Sequoia Capital@sequoia·
“The token factory is all about turning – through software – capital spend into ROIC. That’s the job.” @satyanadella on @Microsoft CapEx for the AI data center buildout. Thanks to Satya for joining @Alfred_Lin at our first AI Builders Salon to speak with top AI founders and builders.
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Brian Halligan
Brian Halligan@bhalligan·
You owe it to everyone around you to tell them who you are. "Strong attract, strong repel." 🎯 @nejatian
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Jess Lee
Jess Lee@jesskah·
🏀 An NBA player just used AI to clone himself so he can give back at scale. @mosesmoody of @warriors can't be everywhere all at once, but now he can be through Delphi @withdelphi. Young athletes and fans can talk hoops, mindset, and life with him anytime, anywhere. Great coverage by @KTVU. Talk to Moses here: delphi.ai/mosesmoody
Dara@daraladje

Most people will never get to ask an NBA player how they think. Now they can. @mosesmoody of the @warriors just launched his Digital Mind with Delphi. Young athletes can ask about the mindset that got him to the NBA. Fans can ask about games and decisions - anytime, anywhere

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Julien Bek
Julien Bek@JulienBek·
In 2025, we had copilots. In 2026, we’ll have autopilots. Copilots sell to workers. Autopilots sell outcomes. @SierraPlatform may be the first hybrid player. Who is next?
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Kaz Nejatian
Kaz Nejatian@nejatian·
It was great having this conversation with @bhalligan. He is one of the best founders of our time.
Brian Halligan@bhalligan

The most ‘Founder Mode’ CEO working today is not actually the founder. NEW EPISODE with Kaz @nejatian of @Opendoor is now live. This is a special one. Kaz left Shopify to pull off the refounding of a struggling public company in just 16 days. Incredible story. Here are just a few of my learnings from our conversation on the latest episode of Long Strange Trip: 1. First Derivative Businesses The most enduring companies are rarely built on their primary activity; they are built on the first derivative of that core business. Great founders identify and weaponize the secondary value stream. This is important. 2. Rejecting Defaults Success is a function of the defaults you choose to overwrite. Most operators accept the 'software' of their industry or life on autopilot; exceptional builders identify the one or two critical defaults and fight them with all their power to create a new trajectory. Kaz is a master at this, and he explains how. 3. Stewardship Over Status Optimize for doing things rather than being things. When a leader optimizes for a title or happiness, they create fragile organizations; when they optimize for stewardship and service, they build a mission-driven culture that can withstand the lonely and painful stretches of the journey. 4. Write a user manual for yourself "Strong attract, strong repel. My job is to tell you what kind of a person I am so you can opt in or opt out." I love this quote. If you're a founder, you owe this to everyone around you. 5. Founder mode = responsibility for outcomes Hold yourself responsible for truth and outcomes, not processes. Hire people to round you out. Don't try to be well-rounded yourself. And don't work on your weaknesses. "Is the fact that I'm bad at this the reason I'm good at everything else?" 6. Structural Risk Mispricing The one permanent advantage for entrepreneurs is that the rest of the world structurally misprices risk. While others see a 'lion bite' in every setback, the best CEOs recognizes that things going poorly is not as painful as you think,  allowing them to lean into volatility that scares off the incumbent. That's the difference. 7. Death Spiral Honesty When a company is in a death spiral, incrementalism is fatal; "what must change os everything." Professional managers are often incentivized by RSUs to delay the inevitable and manage a slow decline. You need zero incentive to manage a decline and a compensation structure aligned purely with performance. 8. AI as the New Performance Default Default to AI is not a suggestion; it is the first line of the job description. A company becomes AI-native not through top-down mandates, but by making AI proficiency a core pillar of the performance management system - effectively deciding who gets to play on the team based on their ability to automate their own craft. 9. The Career vs. Job Distinction "A job is something you do for someone else in order to get paid. A career is something you work on every day for yourself." Kaz's kids know what @Opendoor is. His family is all in. Exceptional companies are built by people who self-identify with their work and treat their professional mission as a family-integrated pursuit. 10. Two timeframes matter. Everything else is noise. This week and 10 years from now. "This quarter is a deeply useless measuring period." @tobi applies a discount rate of basically zero to the future. That's the model. My takeaway from this conversation: ask yourself what defaults you're living by that you haven't deliberately chosen. Kaz overrides every default, and he does it over and over again.

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Brian Halligan
Brian Halligan@bhalligan·
The most ‘Founder Mode’ CEO working today is not actually the founder. NEW EPISODE with Kaz @nejatian of @Opendoor is now live. This is a special one. Kaz left Shopify to pull off the refounding of a struggling public company in just 16 days. Incredible story. Here are just a few of my learnings from our conversation on the latest episode of Long Strange Trip: 1. First Derivative Businesses The most enduring companies are rarely built on their primary activity; they are built on the first derivative of that core business. Great founders identify and weaponize the secondary value stream. This is important. 2. Rejecting Defaults Success is a function of the defaults you choose to overwrite. Most operators accept the 'software' of their industry or life on autopilot; exceptional builders identify the one or two critical defaults and fight them with all their power to create a new trajectory. Kaz is a master at this, and he explains how. 3. Stewardship Over Status Optimize for doing things rather than being things. When a leader optimizes for a title or happiness, they create fragile organizations; when they optimize for stewardship and service, they build a mission-driven culture that can withstand the lonely and painful stretches of the journey. 4. Write a user manual for yourself "Strong attract, strong repel. My job is to tell you what kind of a person I am so you can opt in or opt out." I love this quote. If you're a founder, you owe this to everyone around you. 5. Founder mode = responsibility for outcomes Hold yourself responsible for truth and outcomes, not processes. Hire people to round you out. Don't try to be well-rounded yourself. And don't work on your weaknesses. "Is the fact that I'm bad at this the reason I'm good at everything else?" 6. Structural Risk Mispricing The one permanent advantage for entrepreneurs is that the rest of the world structurally misprices risk. While others see a 'lion bite' in every setback, the best CEOs recognizes that things going poorly is not as painful as you think,  allowing them to lean into volatility that scares off the incumbent. That's the difference. 7. Death Spiral Honesty When a company is in a death spiral, incrementalism is fatal; "what must change os everything." Professional managers are often incentivized by RSUs to delay the inevitable and manage a slow decline. You need zero incentive to manage a decline and a compensation structure aligned purely with performance. 8. AI as the New Performance Default Default to AI is not a suggestion; it is the first line of the job description. A company becomes AI-native not through top-down mandates, but by making AI proficiency a core pillar of the performance management system - effectively deciding who gets to play on the team based on their ability to automate their own craft. 9. The Career vs. Job Distinction "A job is something you do for someone else in order to get paid. A career is something you work on every day for yourself." Kaz's kids know what @Opendoor is. His family is all in. Exceptional companies are built by people who self-identify with their work and treat their professional mission as a family-integrated pursuit. 10. Two timeframes matter. Everything else is noise. This week and 10 years from now. "This quarter is a deeply useless measuring period." @tobi applies a discount rate of basically zero to the future. That's the model. My takeaway from this conversation: ask yourself what defaults you're living by that you haven't deliberately chosen. Kaz overrides every default, and he does it over and over again.
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